Client Services Executive- Calls/Emails
Monday- Friday 9am- 5pm (35 hours)
This role will start fully office based in training, and then move to a remote/hybrid model
This role is in a rural area (Le7 Tugby)- Driving license and Own Vehicle is required
Calls:
· Act as a primary point of contact for clients
· Support clients via phone and email to complete questionnaires accurately
· Conduct review calls with clients to confirm details and clarify responses
· Liaise with solicitors to provide updates and resolve queries
Admin:
· Review completed questionnaires for accuracy and completeness
· Identify inconsistencies or missing information and resolve these with clients
· Apply rules and guidance to determine the correct tax treatment
· Clearly document calculation decisions and reasoning
Essential Skills & Qualities
· Strong communication skills, particularly by phone
· High attention to detail and accuracy
· Confident handling client queries in a professional manner
· Ability to follow structured guidance and escalate when unsure
· Comfortable working with digital systems and case management tools
· Ability to manage multiple matters concurrently
Apply now!
Pay: £28,000.00-£32,500.00 per year
Work Location: Hybrid remote in Tugby LE7 9WE
